Experienced Account Manager with over 20 years of experience in Customer Service. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
20
20
years of professional experience
Work History
Financial Software Account Manager
Stellar Technology Solutions, Inc
Stroudsburg, PA
05.2021 - Current
Liaison between clients and Web Team and Development regarding enhancements to software
Participate in periodic regression and pre & post deployment testing of software and Disaster Recovery exercises.
Increased customer satisfaction ratings through proactive and actionable resolutions to questions, concerns or challenges.
Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Liaised between account holders and various departments.
Contributed to annual revenue goals by selling new services and developing enhancements to meet clients needs.
Listened attentively to client feedback and worked with product development team to introduce new services.
Educated clients on new features for iPhi Core Enterprise and updated account information to maintain high standards of client service.
Improved account management by predicting potential competitive threats and outlining proactive solutions.
Handle average of 50 client cases per month to address client questions or software defects.
Accounting and Logistics Manager
Mangalitsa by Mosefund
Branchville, NJ
08.2014 - 09.2021
Managed journal entries, collection efforts, reconciliations and payroll processing.
Managed banking reconciliations and monthly balance sheet statements.
Analyze outstanding receivables and took appropriate steps in collection process while creatively maintaining positive relationship with clients.
Execute accounts receivable reporting enhancements and reconciliation procedures
Audit all vendor invoices for accuracy of pricing and for receipt of services or goods
Partnered with vendors and suppliers to effectively manage and budget.
Set, enforced and optimized internal policies to maintain responsiveness to demands.
Review and adjust expenses for Administrative department to adhere to current budget
Prepared monthly and quarterly payroll taxes, ensuring compliance to state and federal tax laws
Prepared bi-weekly payroll
Prepared and analyzed monthly financial reports
Discussed concerns or trends with our CEO and work with other departments to come up with strategy to deal with trend/concern
Answered average of 20 calls per day by addressing customer inquiries, solving problems and providing new product information
Described products to customers and accurately explain details and care of merchandise
Provided elevated customer experience to generate loyal retail and wholesale customer base
Kept corporate departments and customers updated on critical shipments.
Helped drive sales goals and achieve monthly quotas by developing marketing and sales material for retail website, farmers markets and state fair.
Delivered substantial cost savings by securing discounts from third-party logistics services providers.
Planned and supervised shipments from production to end-user and scheduled daily and weekly routes.
Reviewed established business practices and improved processes to increase efficiencies and reduce expense without compromising customer service levels.
Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
Monitored accounts for signs of fraud and non-payment issues.
Referred delinquent accounts to collections department or outside resources.
Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments. Maintained Aging at 98% current accounts.
Group Supervisor
Little Wonders Learning Center
Dingmans Ferry, PA
08.2009 - 08.2014
Supervised staff of 12 teachers and teaching assistants and monitored their completion of their state required course work
Routinely answered customer questions regarding services and prices
Received weekly and monthly payments from clients
Monitored students’ education process with charts and files to adhere to State standards
Addressed behavioral and learning issues with parents and daycare management.
Organized training sessions for staff members to meet departmental goals
Evaluated staff performance and provided feedback
Child Care Provider
US Navy
08.2004 - 07.2009
Operated an in home day care certified by the US Navy
Oversaw the care of 6 children, ages 6 months to 5 years, daily.
Created lesson plans in accordance with Navy regulations.
Maintained all required financial records- including Schedule C tax filings, revenue and expense records.
Credit Manager
Longwood Elastomers
Florham Park, NJ
09.2001 - 01.2004
Maintained aging report for two subsidiary companies at 98% current accounts
Processed and posted daily cash receipts
Contacted customers via phone and email to discuss delinquent accounts
Researched and rectified any discrepancies or chargebacks
Coordinated with external auditors providing needed documentation for yearly audit
Reconciled bank statements.
Education
Master of Arts - Organizational Management
Ashford University
Chandler, AZ
01.2018
Bachelor of Arts - Private Sector Accounting
Virginia College
Birmingham, AL
06.2015
Skills
Quickbooks Online and Enterprise Desktop
Microsoft Office
Insightly , Copper & SalesForce (CRM software)
Jira
Confluence
HTML
Management of Financial Resources
Operational Reporting
Proactive and Focused
Verbal and Written Communication
Time Management
Teamwork and Collaboration
Timeline
Financial Software Account Manager
Stellar Technology Solutions, Inc
05.2021 - Current
Accounting and Logistics Manager
Mangalitsa by Mosefund
08.2014 - 09.2021
Group Supervisor
Little Wonders Learning Center
08.2009 - 08.2014
Child Care Provider
US Navy
08.2004 - 07.2009
Credit Manager
Longwood Elastomers
09.2001 - 01.2004
Master of Arts - Organizational Management
Ashford University
Bachelor of Arts - Private Sector Accounting
Virginia College
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